Everything you own and owe. Even what won't connect.
A house and its mortgage, a 401(k), a 529, a brokerage, a crypto exchange, an account kept by hand. All of it lands in one net figure, with the history behind it.
Accounts
Every account, connected or by hand.
Checking, savings, cards, loans, brokerage, 401(k), HSA, 529, crypto, property and mortgage accounts sit in one ledger, connected through Plaid or kept by hand. The list is the whole household, not the part a bank will sync.
Manual accounts in the help center →
Net worth composition
One number, and everything behind it.
Assets stack above the line and debts below it, month by month, split by class. Every dollar in the net figure has a color and a month.
Investments
Holdings by portfolio, account or type.
Holdings across brokerage, retirement, education, HSA, equity comp and crypto accounts, priced by the institution, the file or you. One portfolio, however many accounts it is spread across.
Real Estate
The house counts. So does the mortgage.
A home carries its value, the mortgage against it, the equity between them, with the value refreshed each quarter from the FHFA area index or set by hand. The house is a line on the balance sheet, not a guess.
Property in the help center →
Transactions
Transactions that sort themselves.
Transactions from every account land in one ledger with a readable merchant name and a category. A rule written once renames and files what arrives next, and on request the whole history.
Category rules in the help center →
Today
Where things stand, before the day starts.
One page with the position, net worth by class, what vests next, spending pace and what's due, in whatever order suits the morning. The whole household, readable before a single account gets opened.
Asked often.
US banks, card issuers and brokerages, through Plaid, with the bank's own login entered in Plaid's window. Taiga Finance shows its own consent page first, once. A connection refreshes on its own schedule, and the help center's Connect a bank page covers what to expect.
A manual account holds it. Set balance records a balance for a date, and the account counts in net worth and reports like a connected one. A CSV, OFX or PDF statement fills in its history through Import.
Yes, once a ZIP is set. Once a quarter the value is re-estimated from the FHFA area index and pinned into the valuation history. A value entered by hand takes over from the estimate.
Yes. Crypto is an account class of its own, from a Coinbase, Kraken or Gemini export or a manual account, and it counts in the investments total and in net worth. Taiga Finance connects to no exchange and follows no wallet address. Coinbase lots carry a first-in, first-out cost basis.